The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.
Cliquez pour voir les étapes pour ajouter des soumissionnaires à partir de l’affichage d’un seul entrepreneur.
Required User Permissions:
'Admin' level permissions on the project's Bidding tool.
Additional Information:
When you add a Vendor as a Bidder, every user on that vendor's user list will have access to view the bid. See Add a User to a Company in the Company Directory.
L’affichage d’un seul entrepreneur peut être activé par un administrateur dans Procore Explore.
Cette fonctionnalité est actuellement disponible en anglais pour les clients qui utilisent l’Expérience améliorée de la gestion des appels d’offres.
Navigate to the project's Bidding tool.
Open the bid package.
Across from the bid form you want to add bidders to, click the plus 
icon.
OR
Click the bid form name.
Click the Bidders tab.
Click Add Bidders.
Optional: Search for and Filter Companies to Add to a Bid Form.
Optional: Click the Company name to view it's details.
En fonction des informations de l’entreprise, les informations suivantes sont disponibles :
Les informations sur la compagnie de votre répertoire sont disponibles par défaut.
Les onglets Vue d’ensemble et Activité Procore sont disponibles si la compagnie soumissionnaire est une , ou si vous disposez de l’EIN ou d’une adresse valide de la compagnie dans le répertoire de votre compagnie. Remarque : L’onglet Aperçu remplace la section par défaut Informations sur la compagnie.
Les qualifications sont disponibles si vous utilisez l’intégration COMPASS. Voir À propos de l’intégration Appel d’offres + COMPASS.
Mark the checkbox for the companies you want to add to the bid form.
Decide when to invite bidders:
To add the bidders without sending an invitation, click Add Bidders.
To invite the bidders now:
Click Send Invitations.
Click Send to confirm sending the bid invitation email.
Navigate to the project's Bidding tool.
Open the bid package.
Across from the bid form you want to add bidders to, click the plus icon and select Directory.
OR
Click the bid form name.
Click the Bidders tab.
Click Add Bidders and select Directory.
Optional: Search for and Filter Companies to Add to a Bid Form.
Optional: Click the Company name to view it's details.
Depending on the company information, the following information is available:
Company Information from your directory is available by default.
Overview and Procore Activity tabs are available if the bidding company is a connected company, or you have the company's EIN or valid address in your company's Direcotry.
Note: The Overview tab replaces the default company information section.
Qualifications are available if you use the COMPASS integration. See About the Bidding + COMPASS Integration.
Mark the checkbox for the companies you want to add to the bid form.
Decide when to invite bidders:
To add the bidders without sending an invitation, click Add Bidders.
To invite the bidders now:
Click Send Invitations.
Click Send to confirm sending the bid invitation email.
This feature is currently available in English for customers in the United States and Canada.
Navigate to the project's Bidding tool.
Open the bid package.
Across from the bid form you want to add bidders to, click the plus icon and select Construction Network.
OR
Click the bid form name.
Click the Bidders tab.
Click Add Bidders and select Directory.
Optional: Search for and Filter Companies to Add to a Bid Form.
Optional: Click the Company name to view it's details.
Mark the checkbox for the companies you want to add to the bid form.
Decide when to invite bidders:
To add the bidders without sending an invitation, click Add Bidders.
To invite the bidders now:
Click Send Invitations.
Click Send to confirm sending the bid invitation email.
Companies added from the Procore Construction Network are automatically added to your Directory. See What happens when companies and users are added from the Procore Construction Network to the Company Directory?
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